Erik C. Evans

GOAL QUEST ADVISORS

Berwyn, PA 19312

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CRD#: 5890364

Professional summary

Erik Christopher Evans MR., CFP® is a registered financial advisor currently at GOAL QUEST ADVISORS, LLC located in Berwyn, Pennsylvania.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Erik has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Christopher Evans MR.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

February 28, 2012 - Present

GOAL QUEST ADVISORS, LLC

Office #1: 1000 Westlakes Drive Suite 130, Berwyn, PA 19312

RIA

CRD#: 159361

Berwyn, PA

Past

February 9, 2011 - July 26, 2011

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

LOWER GWYNEDD, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(2/28/2012)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/22/2009

Uniform Investment Adviser Law Examination

Current Firm

GOAL QUEST ADVISORS, LLC

GOAL QUEST ADVISORS, LLC | GOALQUESTE | GOALQUEST ADVISORS, LLC | GOAL QUESTE, LLC

CRD#: 159361 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (2/28/2012 Approved)

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Contact information

Main Address

1000 Westlakes Drive Suite 130, Berwyn, PA 19312

Mailing Address

Phone number

(484) 602-5941

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	374
AUM (Assets Under Management)	$ 97,668,580

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Erik C. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Christopher Evans MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

GOAL QUEST ADVISORS, LLC

UNITED CAPITAL FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/22/2009

Current Firm

GOAL QUEST ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GOAL QUEST ADVISORS, LLC

TRUST BUT VERIFY

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